How to Reset / Cancel Workflow

Resetting a workflow will cancel the workflow and remove the document from being in-process. When resetting a workflow, a message box will prompt you to state the reason for cancellation to your reviewers.

There are 3 ways to reset a workflow:

1. Resetting Workflow from Home Menu

The submitter of a workflow can click the [Reset] button to cancel the workflow.

When resetting a workflow, enter a message to let workflow reviewers know the reason for reset/cancellation. Click [Reset] to confirm workflow cancellation.

2. Resetting Workflow from Process Menu

The submitter of a workflow can select an in-process workflow file and click [Reset] button in the upper right corner. 

3. Resetting Workflow in Pop-up Window

For workflows submitted after August 8, 2017, the submitter of a workflow can click the "More" dropdown menu in the workflow's pop-up window and click [Reset].